LFA

Legacy Financial Advisors Portfolio holdings

AUM $640M
1-Year Est. Return 17.88%
This Quarter Est. Return
1 Year Est. Return
+17.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$595M
AUM Growth
+$33.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
367
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$837K
3
+$790K
4
PG icon
Procter & Gamble
PG
+$775K
5
GQI icon
Natixis Gateway Quality Income ETF
GQI
+$769K

Top Sells

1
+$16.2M
2
+$13.8M
3
+$1.33M
4
PEG icon
Public Service Enterprise Group
PEG
+$534K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$523K

Sector Composition

1 Technology 14.02%
2 Financials 8.75%
3 Healthcare 5.74%
4 Consumer Staples 5.22%
5 Industrials 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$797K 0.13%
7,121
-68
127
$795K 0.13%
2,033
+50
128
$782K 0.13%
874
+50
129
$776K 0.13%
4,048
+39
130
$765K 0.13%
2,654
+168
131
$765K 0.13%
9,813
+490
132
$764K 0.13%
5,626
-121
133
$763K 0.13%
4,275
-211
134
$760K 0.13%
12,196
-900
135
$756K 0.13%
16,737
+349
136
$755K 0.13%
982,379
137
$753K 0.13%
2,709
+124
138
$753K 0.13%
3,972
+76
139
$750K 0.13%
11,131
+931
140
$750K 0.13%
2,765
+111
141
$748K 0.13%
1,205
+99
142
$747K 0.13%
2,255
-217
143
$745K 0.13%
14,281
+1,451
144
$737K 0.12%
6,675
-77
145
$737K 0.12%
3,842
+52
146
$734K 0.12%
6,968
+179
147
$731K 0.12%
4,488
+23
148
$726K 0.12%
4,676
-21
149
$724K 0.12%
2,739
-33
150
$723K 0.12%
4,093
-39
4 5
6
7 8